MAR VISTA INVESTMENT PARTNERS LLC

CIK

1419999

Location

LOS ANGELES, CA

Portfolio Value

Small $949,532,512

Diversification

Diversified

Filing Date

Global Rank

#1,824 / 8,586 ▼ 47

Top Industry

Semiconductors 18.4%

3Y Alpha vs SPY

-11.2%

Period ended 3 months ago

Filed May 13, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.3%

SPY

+78.1%

Annualised alpha

-11.2%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.6 pts

Top 5

30.4%

−0.6 pts

Top 10

51.9%

−0.6 pts

HHI

420

Diversified+3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.6%	$366,150,757	11
Industrials	17.0%	$161,218,893	7
Healthcare	12.5%	$118,862,206	4
Financial Services	11.6%	$110,395,002	3
Consumer Cyclical	5.9%	$56,252,415	2
Communication Services	5.8%	$55,194,269	3
Basic Materials	4.9%	$46,398,253	2
Consumer Defensive	2.1%	$19,652,257	1
Real Estate	1.6%	$15,408,460	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+132,848	259,292	$24,930,925
AVGO	Broadcom Inc.	+56,434	139,777	$43,262,379
GE	General Electric Co	+53,773	128,345	$36,420,460
NVDA	Nvidia Corp	+44,370	360,092	$62,800,044
GEV	GE Vernova Inc.	+18,081	23,191	$20,243,423
DHR	Danaher Corp /De/	+13,124	120,189	$22,787,834
UL	Unilever PLC	+8,491	344,958	$19,652,257
V	Visa Inc.	+4,639	137,140	$41,449,193
MCO	Moodys Corp /De/	+4,508	92,070	$40,165,537
AAPL	Apple Inc.	+4,479	258,050	$65,490,509
SYK	Stryker Corp	+2,465	103,638	$34,054,410
AMT	American Tower Corp /Ma/	+1,510	89,283	$15,408,460
HEI	Heico Corp	+901	47,726	$13,086,469
MTD	Mettler Toledo International Inc/	+361	17,002	$21,442,922
BRK-B	Berkshire Hathaway Inc	+157	60,059	$28,780,272
NKE	NIKE, Inc.	+31	610	$32,220
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
VLTO	Veralto Corp	−99,871	563	$49,780
SAP	Sap SE	−87,764	3,066	$524,929
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−47,682	90,434	$30,562,170
LIN	Linde PLC	−39,200	74,333	$36,851,328
INTU	Intuit Inc.	−38,278	21,020	$9,088,627
APH	Amphenol Corp /De/	−6,263	290,461	$36,699,747
AME	Ametek Inc/	−4,199	171,125	$36,682,355
META	Meta Platforms, Inc.	−3,620	52,526	$30,051,700
JNJ	Johnson & Johnson	−3,614	166,000	$40,577,040
ORCL	Oracle Corp	−2,588	119,505	$17,580,380
AMZN	Amazon Com Inc	−1,678	269,939	$56,220,195
MSFT	Microsoft Corp	−1,432	159,643	$59,095,049
ASML	Asml Holding NV	−1,343	2,304	$3,043,192
TDG	TransDigm Group INC	−545	39,246	$45,484,544
GOOGL	Alphabet Inc.	−26	736	$211,644
ADI	Analog Devices Inc	−8	119,456	$38,003,731
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ECL	Ecolab Inc.	35,888	$9,546,925
QXO	QXO, Inc.	476,409	$9,251,862
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	74,929	$19,849,441
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 positions · $949,532,512 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	258,050	+4,479	$65,490,509	−5.0%	6.90%
NVDA	Nvidia Corp Technology	Added	360,092	+44,370	$62,800,044	+6.7%	6.61%
MSFT	Microsoft Corp Technology	Reduced	159,643	-1,432	$59,095,049	−24.1%	6.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	269,939	-1,678	$56,220,195	−10.3%	5.92%
TDG	TransDigm Group INC Industrials	Reduced	39,246	-545	$45,484,544	−14.0%	4.79%
AVGO	Broadcom Inc. Technology	Added	139,777	+56,434	$43,262,379	+50.0%	4.56%
V	Visa Inc. Financial Services	Added	137,140	+4,639	$41,449,193	−10.8%	4.37%
JNJ	Johnson & Johnson Healthcare	Reduced	166,000	-3,614	$40,577,040	+15.6%	4.27%
MCO	Moodys Corp /De/ Financial Services	Added	92,070	+4,508	$40,165,537	−10.2%	4.23%
ADI	Analog Devices Inc Technology	Reduced	119,456	-8	$38,003,731	+17.3%	4.00%
LIN	Linde PLC Basic Materials	Reduced	74,333	-39,200	$36,851,328	−23.9%	3.88%
APH	Amphenol Corp /De/ Technology	Reduced	290,461	-6,263	$36,699,747	−8.5%	3.87%
AME	Ametek Inc/ Industrials	Reduced	171,125	-4,199	$36,682,355	+1.9%	3.86%
GE	General Electric Co Industrials	Added	128,345	+53,773	$36,420,460	+58.6%	3.84%
SYK	Stryker Corp Healthcare	Added	103,638	+2,465	$34,054,410	−4.2%	3.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	90,434	-47,682	$30,562,170	−27.2%	3.22%
META	Meta Platforms, Inc. Communication Services	Reduced	52,526	-3,620	$30,051,700	−18.9%	3.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	60,059	+157	$28,780,272	−4.4%	3.03%
NFLX	Netflix Inc Communication Services	Added	259,292	+132,848	$24,930,925	+110.3%	2.63%
DHR	Danaher Corp /De/ Healthcare	Added	120,189	+13,124	$22,787,834	−7.0%	2.40%
MTD	Mettler Toledo International Inc/ Healthcare	Added	17,002	+361	$21,442,922	−7.6%	2.26%
GEV	GE Vernova Inc. Industrials	Added	23,191	+18,081	$20,243,423	+506.1%	2.13%
UL	Unilever PLC Consumer Defensive	Added	344,958	+8,491	$19,652,257	−10.7%	2.07%
ORCL	Oracle Corp Technology	Reduced	119,505	-2,588	$17,580,380	−26.1%	1.85%
AMT	American Tower Corp /Ma/ Real Estate	Added	89,283	+1,510	$15,408,460	−0.0%	1.62%
HEI	Heico Corp Industrials	Added	47,726	+901	$13,086,469	−13.6%	1.38%
ECL	Ecolab Inc. Basic Materials	NEW	35,888	NEW	$9,546,925	NEW	1.01%
QXO	QXO, Inc. Industrials	NEW	476,409	NEW	$9,251,862	NEW	0.97%
INTU	Intuit Inc. Technology	Reduced	21,020	-38,278	$9,088,627	−76.9%	0.96%
ASML	Asml Holding NV Technology	Reduced	2,304	-1,343	$3,043,192	−22.0%	0.32%
SAP	Sap SE Technology	Reduced	3,066	-87,764	$524,929	−97.6%	0.06%
GOOGL	Alphabet Inc. Communication Services	Reduced	736	-26	$211,644	−11.3%	0.02%
VLTO	Veralto Corp Industrials	Reduced	563	-99,871	$49,780	−99.5%	0.01%
NKE	NIKE, Inc. Consumer Cyclical	Added	610	+31	$32,220	−12.7%	0.00%